See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,201 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,001 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,987 | $63,924-24.9% | $108,579-55.8% | $55,167-13.0% |
| Participation rate | 81.3% | 74.3%+6.9pp | 79.6%+1.7pp | 69.0%+12.3pp |
| Annual return | 8.81% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.4pp |
| Employer contribution / active EE | $922 | $1,879-50.9% | $3,758-75.5% | $1,963-53.0% |
| Participant deferral / active EE | $2,928 | $3,067-4.5% | $4,311-32.1% | $3,054-4.1% |
| Admin fee / account holder | $239 | $618-61.4% | $7,645-96.9% | $504-52.6% |